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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,113 managers (1,130 13F filers) reported a position in BIL shares at 2024-12-31, 215,073,634 shares in all. 104 filers opened a position and 101 filers sold out during the quarter.

Managers
1,113
13F filers
1,130
New
104
Added
488
Reduced
349
Sold out
101
Shares held by filers
215,073,634

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY19,397,861$1.77B0.12%+694,78813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,351,490$1.5B0.14%+205,52313F-HRTimelineGroup
LPL Financial LLC11,493,716$1.05B0.43%+921,53413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,583,226$602M+478,796Timeline
UBS Group AGin group UBS Group AG6,517,954$596M0.13%+185,70913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,111,140$559M0.13%+449,25613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,644,142$516M0.11%+283,75313F-HRTimelineGroup
Capital Wealth Planning, LLC5,100,385$466M4.31%+1,315,89513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,005,203$458M0.48%+285,24813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,394,322$310M0.89%+105,65113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,061,968$280M0.44%-2,227,69113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,716,541$248M0.09%13F-HR/ATimelineGroup
3EDGE Asset Management, LP2,654,458$243M14.97%+1,770,93113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,404,942$219M0.49%-418,05713F-HR/ATimelineGroup
Cetera Investment Advisers2,388,241$218M0.46%+342,31413F-HRTimeline
Capital International Investorsin group Capital International Investo…2,235,797$204M0.04%-1,144,63413F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP2,162,143$198M5.44%-172,48513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding2,041,291$187M-130,215Timeline
Beacon Capital Management, Inc.1,959,642$179M7.76%-136,28213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,894,172$173M0.04%+118,16413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,838,807$168M0.7%-26,13213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,744,189$159M<0.01%+890,34513F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,728,657$159M1.68%-126,05813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,647,966$151M11.68%+934,25413F-HRTimelineGroup
EAGLE CAPITAL MANAGEMENT LLC1,422,441$130M0.47%+303,93913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,361,259$124M0.62%+584,73213F-HRTimelineGroup
Dakota Wealth Management1,360,180$124M2.86%+418,96013F-HRTimeline
Creative Planningin group Creative Planning1,341,540$123M0.12%+171,71613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,332,775$122M0.41%+93,64713F-HRTimeline
MBL Wealth, LLC1,190,644$109M10.92%+478,73613F-HRTimeline
Howard Capital Management, LLC1,148,367$105M1.63%-34,22713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,135,410$104M0.99%+553,62613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,123,276$103M4%+889,93813F-HRTimeline
Sandhill Capital Partners LLC1,051,661$96.2M7.54%-119,74913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,010,000$92.3M0.14%+99,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC998,844$91.3M0.25%+193,09113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC969,011$88.6M14.47%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC963,468$88.1M0.11%+867,74713F-HRTimelineGroup
Private Advisor Group, LLC949,571$86.8M0.49%+97,21713F-HRTimeline
Impact Partnership Wealth, LLC938,605$85.8M17.32%+157,99313F-HRTimeline
IEQ CAPITAL, LLC904,477$82.7M0.8%+761,67213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC901,745$82.4M2.04%+51,13213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…815,788$74.6M0.06%+180,83513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC798,079$73M0.06%+161,87813F-HRTimelineGroup
Cypress Capital, LLC791,861$72.4M20.7%-54,37613F-HRTimeline
Capital Asset Advisory Services LLC779,952$71.3M3.51%+15,54013F-HRTimeline
Twelve Points Wealth Management LLC753,952$68.9M19.82%+90,75613F-HRTimeline
Sollinda Capital Management LLC716,304$65.5M18%+138,90713F-HRTimeline
Capital Investment Advisory Services, L…714,609$65.3M6.29%+68,21313F-HRTimeline
Advisory Services Network, LLC706,038$64.6M1.2%-90,18713F-HRTimeline
Foundations Investment Advisors, LLC703,960$64.4M1.24%-189,23813F-HRTimeline
Composition Wealth, LLC697,987$63.8M1.29%+167,02913F-HRTimeline
Delta Investment Management, LLC691,220$63.2M12.31%+554,13913F-HRTimeline
CWA Asset Management Group, LLC654,730$59.9M3.02%+352,11313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC649,424$59.4M0.09%-90,93313F-HRTimeline
Mariner, LLCin group Mariner, LLC616,992$56.4M0.09%+153,47213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.595,207$54.4M0.1%-27,55413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO579,545$53M<0.01%+90,87913F-HRTimelineGroup
EP Wealth Advisors, LLC572,020$52.3M0.43%-11,74513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…565,384$51.7M0.13%+103,65913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC549,010$50.2M0.03%-123,10013F-HRTimelineGroup
HighTower Advisors, LLC547,055$50M0.07%+137,04113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC542,600$49.6M0.69%+154,71513F-HRTimeline
Running Point Capital Advisors, LLC533,322$48.8M16.7%+274,41213F-HRTimeline
Federation des caisses Desjardins du Qu…525,671$48.1M0.24%+212,06013F-HRTimeline
St. Louis Financial Planners Asset Mana…516,560$47.2M34.12%+72,86113F-HRTimeline
Acorns Advisers, LLC508,855$46.5M0.45%+6,80113F-HRTimeline
Northstar Group, Inc.489,008$44.7M7.49%+66,56013F-HRTimeline
Salomon & Ludwin, LLC482,471$44.1M4.67%-85613F-HRTimeline
Atria Wealth Solutions, Inc.474,238$43.4M0.48%+49,95513F-HRTimeline
49 WEALTH MANAGEMENT, LLC463,294$42.4M6.04%+90,74013F-HRTimeline
Fortis Group Advisors, LLC451,561$41.3M7.69%+53,08013F-HRTimeline
McElhenny Sheffield Capital Management,…442,140$40.4M13.55%+429,69213F-HRTimeline
MML INVESTORS SERVICES, LLC429,129$39.2M0.14%+128,34013F-HRTimeline
Financial & Tax Architects, LLC424,653$38.8M9.89%+199,25513F-HRTimeline
Integrated Advisors Network LLC415,634$38M1.82%+262,12513F-HRTimeline
RFG Advisory, LLC413,894$37.8M1.07%+159,30713F-HRTimeline
Carrera Capital Advisors397,318$36.3M8.5%+34,76713F-HRTimeline
SPROTT INC.394,009$36M2.4%+196,68013F-HRTimeline
St. James Investment Company, LLC393,998$36M6.22%+103,16513F-HRTimeline
Trilogy Capital Inc.393,587$36M1.85%-204,43213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers393,315$36M0.07%+24,20513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.389,405$35.6M2.17%-79,20613F-HRTimeline
Bridgewealth Advisory Group, LLC378,217$34.6M9.78%+63,82413F-HRTimeline
SYKON CAPITAL LLC372,757$34.1M11.74%+343,03113F-HRTimeline
TOWNSQUARE CAPITAL LLC372,128$34M0.38%+207,16913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC371,285$33.9M0.26%+108,54213F-HRTimelineGroup
Turning Point Benefit Group, Inc.363,349$33.2M31.59%13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP362,045$33.1M5.89%+173,88913F-HRTimeline
Convergence Financial, LLC358,722$32.8M6.54%-70,09813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management358,293$32.8M0.48%-42,99013F-HRTimelineGroup
Auour Investments LLC347,740$31.9M11.16%-12,37113F-HRTimeline
Innovative Advisory Group, LLC344,827$31.5M28.11%13F-HRTimeline
Hibernia Wealth Partners, LLC340,621$31.1M23.82%-299,06213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.336,885$30.8M0.19%+46,95113F-HRTimeline
HANOVER ADVISORS INC334,535$30.6M12.83%+27,52413F-HRTimeline
KEATING INVESTMENT COUNSELORS INC327,742$30M9.36%+47,15113F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…322,746$29.5M0.07%-32,84813F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC316,895$29M1.89%-35,09813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding315,186$28.8M+18,040Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…314,030$28.7M1.61%+34,54113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV303,832$27.8M0.07%-8,047,51713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA302,697$27.7M0.05%+178,40013F-HR/ATimelineGroup
UDINE WEALTH MANAGEMENT, INC.301,528$27.6M17.71%+45,37513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300,487$27.5M0.03%-12,02013F-HRTimelineGroup
Fort Point Capital Partners LLC300,135$27.4M3.07%+57,45513F-HRTimeline
Bell Bank299,766$27.4M2.04%+18,96313F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC298,752$27.3M23.38%-25,35513F-HRTimeline
NorthCoast Asset Management LLC294,018$26.9M0.13%-17,62213F-HR/ATimeline
Strategic Wealth Investment Group, LLC290,334$26.5M2.93%+32,92713F-HR/ATimeline
McGuire Investment Group, LLC290,162$26.5M3.83%-58213F-HRTimeline
ALTFEST L J & CO INC289,498$26.5M3.38%+51,69413F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC289,142$26.4M3.92%+14,41513F-HRTimeline
Steward Partners Investment Advisory, L…287,697$26.3M0.23%+20,41413F-HRTimeline
&PARTNERS284,416$26M0.31%+78,83913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…281,807$25.8M0.7%+130,65213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…281,270$25.7M0.05%+35,21713F-HR/ATimeline
BEACON FINANCIAL GROUP274,599$25.1M2.7%+16,68713F-HRTimeline
GeoWealth Management, LLC272,645$24.9M0.82%+197,05613F-HRTimeline
Gitterman Wealth Management, LLC271,965$24.9M10.39%+4513F-HRTimeline
Sanctuary Advisors, LLC269,810$24.7M0.16%+12,06613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.267,901$24.5M4.09%+9,86313F-HRTimeline
One Capital Management, LLC264,634$24.2M0.8%-16,90913F-HRTimeline
Elevation Capital Advisory, LLC264,394$24.2M10.36%+163,46913F-HRTimeline
12th Street Asset Management Company, L…259,619$23.7M3.91%-170,68213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC257,025$23.5M3.91%-3,67713F-HRTimeline
Saratoga Research & Investment Manageme…256,411$23.4M1.18%+14,26113F-HRTimeline
Berkshire Money Management, Inc.255,520$23.4M2.54%+13,72213F-HRTimeline
USA FINANCIAL FORMULAS252,502$23.1M3.63%+7,92413F-HRTimeline
Mutual Advisors, LLC250,080$22.9M0.66%-1,15613F-HRTimeline
Scharf Investments, LLC249,690$22.8M0.68%-207,98913F-HRTimeline
New Age Alpha Advisors, LLC247,500$22.6M0.92%new13F-HR/ATimeline
Clarkston Capital Partners, LLC243,363$22.3M0.43%-8,08513F-HRTimeline
Capital World Investors241,202$22M<0.01%-42,25913F-HRTimeline
Clearstead Advisors, LLC237,552$21.7M0.33%+182,71513F-HRTimeline
Strategic Investment Advisors / MI230,284$21.1M2.24%+29,90113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC229,571$21M0.43%+42,14313F-HRTimelineGroup
Full Sail Capital, LLC227,621$20.8M1.33%-4,36013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.222,787$20.4M0.25%-40,81413F-HRTimelineGroup
Financial Management Professionals, Inc.220,435$20.2M2.55%+217,92113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…219,063$20M3.18%+206,64713F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.218,296$20M2.16%13F-HRTimeline
NewEdge Advisors, LLC217,347$19.9M0.12%-30,14713F-HRTimeline
Freedom Investment Management, Inc.217,322$19.9M1.65%-108,40213F-HRTimeline
Austin Wealth Management, LLC214,412$19.6M4.07%+73,47213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …212,200$19.4M1.58%-13,22413F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP211,981$19.4M1.8%+22,27713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC211,319$19.3M0.2%+50,11113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp209,699$19.2M<0.01%+8,69913F-HRTimelineGroup
Virtue Capital Management, LLC209,060$19.1M3.85%+96,76113F-HRTimeline
Janney Montgomery Scott LLC208,572$19.1M0.05%+26,50613F-HRTimeline
Jacobi Capital Management LLC207,999$19M1.42%+3,21813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC207,163$18.9M5.48%13F-HRTimeline
Coppell Advisory Solutions LLC207,198$18.9M2.65%+8,61313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT205,397$18.8M0.17%+23,49713F-HRTimeline
Arete Wealth Advisors, LLC204,562$18.7M1.35%+39,16513F-HRTimeline
Belpointe Asset Management LLC203,142$18.7M1.12%+25,90913F-HRTimeline
Trek Financial, LLC202,073$18.5M1.38%-54,10613F-HRTimeline
Private Wealth Group, LLC200,374$18.3M8.96%+30,55813F-HRTimeline
B & T Capital Management DBA Alpha Capi…200,129$18.3M3.35%new13F-HRTimeline
Global Retirement Partners, LLC199,880$18.3M0.52%-89,13513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC198,957$18.2M11.32%+23,08713F-HRTimeline
Teamwork Financial Advisors, LLC197,396$18M2.35%+1,50713F-HRTimeline
Verdence Capital Advisors LLC197,202$18M1.45%+3,19313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…196,268$18M0.03%-4,96213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…196,247$17.9M0.15%+122,81313F-HRTimelineGroup
Cornerstone Investment Partners, LLC194,124$17.7M0.88%+3,94713F-HRTimeline
Pacific Point Advisors, LLC192,922$17.6M10.72%13F-HRTimeline
Strategic Advisors LLC192,193$17.6M3.18%+18,26913F-HRTimeline
Apriem Advisors189,475$17.3M1.98%+38,25913F-HRTimeline
Richard Bernstein Advisors LLC188,153$17.2M0.39%+14,17913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC187,525$17.1M3.79%-156,53613F-HRTimeline
Curran Financial Partners, LLC186,484$17.1M4.48%+30,62213F-HRTimeline
Strategic Wealth Partners, Ltd.184,495$16.9M1.4%+53,98913F-HRTimeline
Transce3nd, LLC183,206$16.8M5.67%13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC182,476$16.7M7.84%new13F-HRTimeline
Private Portfolio Partners LLC181,184$16.6M3.05%+7,31813F-HRTimeline
Cresset Asset Management, LLC180,334$16.5M0.08%+65,76513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC180,271$16.5M0.87%+62,66713F-HRTimeline
Clearstead Trust, LLC178,307$16.3M3.52%+22,93913F-HRTimeline
Prostatis Group LLC178,070$16.3M4.75%-166,36313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC177,065$16.2M1.86%+45,38113F-HRTimeline
Allworth Financial LP176,544$16.2M0.09%+21,67413F-HRTimeline
THOR TRADING ADVISORS, LLC176,966$16.2M14.63%13F-HRTimeline
VanWeelden Wealth Management, LLC176,409$16.1M14.57%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…174,202$15.9M0.36%+41,08813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding171,446$15.7M+111,150Timeline
Winch Advisory Services, LLC171,430$15.7M4.08%+5,63013F-HRTimeline
NorthRock Partners, LLC169,139$15.5M0.5%+15,13913F-HR/ATimeline
McNamara Financial Services, Inc.168,643$15.4M3.63%-1,56013F-HRTimeline
Gotham Asset Management, LLC166,548$15.2M0.14%+136,44813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP165,187$15.1M3.87%-26,82313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC165,017$15.1M0.54%+73,20013F-HRTimeline
Focused Wealth Management, Inc164,954$15.1M2.04%+9,02313F-HRTimeline
Silverleafe Capital Partners, LLC164,882$15.1M4.78%-25,35113F-HRTimeline
Strategic Financial Concepts, LLC163,190$14.9M2.86%-4,23013F-HR/ATimeline
Rehmann Capital Advisory Group162,158$14.8M0.94%+39,97913F-HRTimeline
Roundview Capital LLC160,795$14.7M1.03%+19,74313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/156,404$14.3M0.01%-78,37613F-HRTimelineGroup
Aurora Investment Managers, LLC.155,733$14.2M8.94%+147,96913F-HRTimeline